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Jake William Hoke

Summit Financial, LLC

Parsippany, NJ

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-10
  • NJ RA
    APPROVED
    Since 2026-06-10

Branch Locations

4 Campus Drive, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Financial, Llc Parsippany NJ 06/2026 Present
Summit Financial, Llc Parsippany NJ 09/2022 06/2026
Ridge High School Basking Ridge NJ 09/2018 06/2022
William Annin Middle School Basking Ridge NJ 09/2017 06/2018
Warren Middle School Warren NJ 09/2016 06/2017
  • 06/2026 → Present
    Parsippany, NJ
  • 09/2022 → 06/2026
    Parsippany, NJ
  • 09/2018 → 06/2022
    Ridge High School
    Basking Ridge, NJ
  • 09/2017 → 06/2018
    William Annin Middle School
    Basking Ridge, NJ
  • 09/2016 → 06/2017
    Warren Middle School
    Warren, NJ
Other Businesses

(1) CliPro, LLC: Software Development/Software Services; Owner; Not investment related; Address: 611 South Dupont Highway, Suite 102,Dover, Delaware 19901; Duties: Software Development, Design, Business; website: https://clipro.app/; Start Date: 2/1/2024; 10 hrs. per month devoted to this outside business, 0 hrs. during securities trading. (2) Hoke Financial, LLC: Owner; Investment-related; Business venture with a family member with the intent to do payment processing forsmall businesses - facilitating the payments but not engaging in money transmissions; "connecting the dots" between technology provider, a partner bank and small businesses; Duties: forming relationships with small business owners; general business planning and execution. Address: 909 Rahway Avenue, Union, NJ 07083; Start date: 6/1/2024. 10 hrs. per month devoted to this outside business, 0 hrs. during securities trading. (3) TechBizDevs, LLC: A holding entity for CliPro, LLC - Software Development/Software Services; Owner: Not investment related; Address: 611 South Dupont Highway, Suite 102, Dover, Delaware 19901; Duties: Software Development, Design, Business; Start Date: 2/1/2024; 10 hrs. per month devoted to this outside business; 0 hrs. during securities trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-07
  • S65 Uniform Investment Adviser Law Examination
    2026-04-07
Other Names
  • Jake Hoke

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